Using the Upgrade Center

Objective

After completing this lesson, you will be able to use navigation tools to access the Upgrade Center.

Overview of the Upgrade Center

In the Upgrade Center, you can read about the available upgrades, view screenshots and videos, and link to additional documentation. The Upgrade Center also lists the prerequisites of the upgrade, the permissions required to perform the upgrade, and configuration steps you need to take after the upgrade. Recent upgrades can be easily undone, with one click. If you see an upgrade you are interested in, but are not ready to perform today, you can mark it as "save for later" or get feedback from colleagues by sharing a link to the upgrade by e-mail.

The Upgrade Center does NOT allow you to perform upgrades that you have not been granted permission to perform. Although any administrative user can access the Upgrade Center page itself, each individual upgrade is governed by the appropriate system permissions. If you do not have the appropriate permission, you can view information about an upgrade, but you cannot use it to enable the feature.

This is an example of the full Upgrade Center page:

The Welcome screen to the Upgrade Center is displayed with important, recommended, and optional upgrades listed for all modules.

Set Up Permission Control for the Upgrade Center

Steps

  1. The ability to control permission to access the Upgrade Center must be enabled in Provisioning.

  2. By default, access to the Upgrade Center page itself is not controlled by role-based permission and it can be accessed by anyone with access to Admin Center.

  3. If you want to control the Upgrade Center via Permission Roles, enable this option first by Platform Feature Settings -> Enable Upgrade Center Permission - requires "Role-based Permission"

Upgrade the System and Save an Upgrade Item for Later

Business Example

In this exercise you will learn how to handle the Upgrade Center.

Steps

  1. Upgrade the system and undo the upgrade.

    1. Log into your instance. Use Action Search to navigate to Upgrade Center.

    2. Use "Filter by" and select "Platform".

    3. Under "Optional" find "Enable Birthday and Work Anniversary Cards on the Latest Home Page" and click below on "Learn More & Upgrade Now".

    4. Become familiar with the description of the upgrade, note how many customers did already the upgrade and read the note.

    5. Scroll down to the bottom of the page and click on "Upgrade Now" and on "Yes" and "OK" in the confirmation box.

    6. On the page "Upgrade Center" click on the link "View Recently Completed Upgrades" and find the upgrade "Enable Birthday and Work Anniversary Cards on the Latest Home Page" that you just installed.

    7. In the column "Action" click on the link "Undo" and on "Undo" and "OK" in the confirmation box.

    8. Note in the column "Current Status", that the undo was successful and in the column "Actions", that you can run the upgrade again (the upgrade can also be seen again under the "Optional Upgrades" on the "Upgrade Center" page).

  2. Save one item to upgrade the system later.

    1. Log into your instance. Use Action Search to navigate to Upgrade Center.

    2. Use "Filter by" and select "Goals".

    3. Under "Optional Upgrade" find "DRTM Goal Management" and click below on "Learn More & Upgrade Now".

    4. Click on "Save for later" and on "Yes" and "OK" in the confirmation box.

    5. On the page "Upgrade Center" click on the link "View Saved for Later Items" and find the upgrade "DRTM Goal Management" that you just saved for later.

Result

You have upgraded the system, undid the upgrade and saved one item to upgrade later.

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Learning

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